4th Quarter 2021

East72 Holdings1/07/2022ARKK YBRHF
Vltava Fund1/07/2022SBRCY BMWYY LH
Comus Investments1/07/2022
St. James Investment Company 1/07/2022
Palm Valley Capital Fund1/09/2022AGI DRQ CRD-A WHGLY
Wedgewood Partners Focus SMID Cap1/12/2022
FMI All Cap Equity1/13/2022
FMI International Equity1/13/2022
FMI Large Cap Equity1/13/2022
FMI Small Cap Equity1/13/2022
Akre Focus Fund1/13/2022
Cooper Investors Global Equity Fund (Hedged)1/14/2022TFX
Cooper Investors Global Equity Fund (Unhedged)1/14/2022TFX
Andvari Associates1/15/2022MA V NOVT
Baron Asset Fund1/15/2022RIVN
Baron Discovery Fund1/15/2022BYD ENFN BASE
Wedgewood Partners Large Cap Focused Growth1/15/2022AAPL TPL TSCO
Baron Real Estate Fund1/16/2022
Baron Health Care Fund1/16/2022AZN MCK ASND
Curreen Capital1/16/2022
Alger Mid Cap Focus Fund1/16/2022AMD VCRA BILL TASK BSY
Alger Spectra Fund1/16/2022PYPL UPST MQ
Alger Weatherbie Specialized Growth Fund1/16/2022SITE SBNY MEG CHGG NTRA EVBG
Alphyn Capital Management1/19/2022GOOG EXXRF FRFHF IAC OACB WANSF W
Oakmark Fund1/19/2022BWA TTWO WTW
Oakmark Global Fund1/19/2022
Oakmark Global Select Fund1/19/2022
Oakmark International Fund1/19/2022CNHI BABA
Oakmark Select Fund1/19/2022
Tollymore Investment Partners1/20/2022
Blue Tower Asset Management1/20/2022
Heartland Mid Cap Value Fund1/20/2022PPG EHC DLTR
Heartland Value Fund1/20/2022CCBG PRGO BRY
Heartland Value Plus Fund1/20/2022TRS KN
Madison Dividend Income Fund1/21/2022CVS
Madison Investors Fund1/21/2022LOW BDX NVS FISV V BKI PH
Madison Mid Cap Fund1/21/2022BKI MKSI DLTR
Madison Small Cap Fund1/21/2022HAIN ENTG NEWR
Ensemble Fund1/21/2022BL COST
NZS Capital1/21/2022
Miller/Howard Investments1/21/2022
Third Avenue International Real Estate Value Fund1/21/2022
Third Avenue Real Estate Value Fund1/21/2022INV CTT
Third Avenue Small-Cap Value Fund1/21/2022BATRA MSGE FRPH FPH IVT
Third Avenue Value Fund1/21/2022
Distillate Capital1/21/2022
Old West Capital Management1/21/2022
RiverPark Large Growth1/21/2022PINS TWTR RNG SQ FTCH ILMN SOFI
RiverPark Long/Short Opportunity Fund1/21/2022
Upslope Capital Management1/21/2022MKTX CASY
Alluvial Capital Management1/21/2022PX LICT CRAWA GTX UD.MI TIM.WSE
Bernzott Capital Advisors1/21/2022WSC HI UPLD CMP JRVR
Smead Value Fund1/22/2022
Carillon Eagle Mid Cap Growth Fund1/22/2022
Carillon Eagle Small Cap Growth Fund1/22/2022
Alger Small Cap Focus Fund1/22/2022TREX CPRI SMAR EVBG GENI HSKA
Massif Capital1/22/2022GSL
L1 Capital Long Short Fund1/22/2022
L1 International Capital Fund1/22/2022LPRO CRH
Baron Small Cap Fund1/24/2022SG
Baron Growth Fund1/24/2022MIR SG WRBY
Rowan Street Capital1/24/2022SPOT FB TTD DOCU
Hoisington Investment Management1/24/2022
Whitebrook Capital1/24/2022
Merion Road Capital1/26/2022FERG ATVI LEAT LNSR RCKY
Nordstern Capital1/26/2022IPMLF STNE
Polen Capital - Focus Growth1/26/2022AMZN DOCU
Polen Capital - Global Growth1/26/2022ALGN ADSK V
Polen Capital - International Growth1/26/2022
Artisan International Value Fund1/26/2022WTW ASBFY
Artisan Mid Cap Fund1/26/2022AZTA ON SPOT
Artisan Small Cap Fund1/26/2022AZTA CDMO IRTC ASND WK BIGC
Artisan Value Fund1/26/2022V DIS
Pzena Investment Management1/26/2022
Giverny Capital Asset Management1/26/2022
Diamond Hill Small Cap Fund1/26/2022RHP ERII JOUT RCKY
Miller Deep Value1/27/2022CHS ENDP NBR GCI CNDT
Miller Income Strategy1/27/2022APTS CC APO SCU SBRCY OMF
Miller Opportunity Equity1/27/2022TMHC MTTR FANG SFIX SPLK NCLH
Summers Value Fund1/28/2022NOTV UFPT UTMD
Myrmikan Research1/28/2022
Weitz Hickory Fund1/28/2022LBRDA
Weitz Partners III Opportunity Fund1/28/2022
Weitz Partners Value Fund1/28/2022
Weitz Value Fund1/28/2022
Greenlight Capital1/28/2022BHF TECK DNMR GPN CPRI GLPG ODP
Longleaf Partners Fund1/29/2022AMG LUMN MGM CNHI BIIB FRFHF H
Longleaf Partners Global Fund1/29/2022WMB LUMN FRFHF BIIB MGM TIGO PROSY
Longleaf Partners International Fund1/29/2022CFRUY DPZ FRFHF EXXRF BABA TIGO PROSY
Longleaf Partners Small-Cap Fund1/29/2022CNX RLGY MAT RNR IDRSF LNXSF KODK
Bronte Capital1/29/2022
Long Cast Advisers 1/29/2022AIMFF SNES SOTK
Harding Loevner Emerging Markets Equity1/29/2022CCHGY MGLUY XP
Harding Loevner Global Equity1/29/2022EW ALGN MELI
Harding Loevner Global Small Companies1/29/2022SLP ALTR NEMTF ABMD
Harding Loevner International Equity1/29/2022
Harding Loevner International Small Companies Equity1/29/2022MHSDFLZRFY VACNY
LRT Capital1/29/2022WSO
Arch Capital Fund1/29/2022SPOT SFM NNI TTWO HRBR
Richie Capital Group1/29/2022PAR FREE AVGO TTD ABT
Fundsmith Equity Fund1/29/2022
Wasatch Core Growth Fund1/29/2022MORN TREX LPRO OLLI
Wasatch Micro Cap Fund1/29/2022TRNS NPTN CCXI MSGM CSTL LPRO
Wasatch Micro Cap Value Fund1/29/2022RDVT BWMN PI ASPU LPRO TCDM
Wasatch Small Cap Growth Fund1/29/2022FND BOOT ITCI MEDP FRPT LPRO HQY
Wasatch Small Cap Value Fund1/29/2022
Wasatch Ultra Growth Fund1/29/2022ITCI CCXI NVMI FRPT LPRO CSTL
Rondure Global1/30/2022
Frontaura Global Frontier Fund LLC 1/30/2022
Saturna Capital - Amana Funds1/30/2022
Turtle Creek1/30/2022
Argosy Investors1/30/2022LESL AGIL CURV
Nitor Capital1/30/2022VST CF JOE
Greenhaven Road Capital1/30/2022APPS PAR KKR ESTC TDOC CLBT
Alta Fox Capital Management2/02/2022IDT
Cedar Creek Partners2/02/2022SODI PCHM NNUP BMTX PDRX PX WCRS
Bireme Capital2/02/2022AFRM TME
Headwaters Capital2/04/2022CRNC
Polen Capital - Emerging Markets Growth2/04/2022TME
Polen Capital - International Small Company Growth2/04/2022
Polen Capital - U.S. Small Company Growth2/04/2022
Polen U.S. SMID Company Growth 2/04/2022
Aikya Funds2/04/2022
First Eagle Global Value2/04/2022
Palm Capital2/04/2022CNSWF CRM
Andaz Private Investments2/04/2022RKT XLNX
Saga Partners2/04/2022RDFN
Canterbury Tollgate2/04/2022
Donville Kent Asset Management2/04/2022NGMS GIVX.TO
Greystone Capital Management2/07/2022RICK GOED ID HMHC IDT
Leaven Partners2/07/2022
1 Main Capital Partners2/08/2022BSFFF
Maran Capital Management2/08/2022CSPLF CDRE
Baron FinTech Fund2/08/2022LPLA EXFY
Baron Partners Fund2/08/2022
Tidefall Capital Management2/08/2022FFXDF
Evermore Global Value Fund2/10/2022
Palm Harbour Capital2/10/2022OCINF GEAHF
Laughing Water Capital2/10/2022CSPLF THRY HMHC TACT
Steel City Capital2/10/2022GDOT LSYN SXC
Tweedy Browne2/10/2022VRTX RBSFY
MPE Capital2/11/2022SQSP
Emeth Value Capital2/12/2022BUR
SRK Capital2/12/2022HROW TTSH NNUP PYCFF RTMAF
Mindset Value Cannabis Fund2/13/2022VRNOF
Davis Financial Fund.2/13/2022
Davis Global Fund2/13/2022
Davis International Fund2/13/2022
Davis New York Venture Fund2/13/2022
Davis Opportunity Fund2/13/2022
Praetorian Capital 2/13/2022LEE JOE
Horizon Kinetics2/13/2022
Baron Opportunity Fund2/13/2022RIVN MRTX CTV FIGS SHOP
Saltlight Capital 2/13/2022
FPA Crescent Fund2/15/2022
Epoch Investment Partners2/15/2022
Luca Capital2/15/2022
Hayden Capital2/15/2022SE
Lyrical Asset Management2/15/2022
Artko Capital2/18/2022CURN RSSS ACFN GAIA HQI SHYF NTIC PBPB
RGA Investment Advisors2/18/2022SFIX ROKU PYPL DBX TWTR
Bumbershoot Holdings2/18/2022
Broyhill Asset Management2/18/2022CAR DLTR MCK ABEV BUD MSGE
Worm Capital2/18/2022
FPA Queens Road Small Cap Value Fund2/25/2022
Tao Value2/25/2022
RiverPark/Wedgewood Fund2/25/2022AAPL TPL TSCO
Ariel Trust Funds3/01/2022KKR MANU REZI
Voss Capital3/01/2022AVYA OLN ABG MT
Rhizome Partners3/01/2022FRP HHC INDT CLPR
Vulcan Value Partners3/01/2022
Goehring & Rozencwajg3/01/2022
Fund Name Date Stocks Mentioned

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